Lessons in finance from President Trump
It would be foolish to ignore economic or political developments that might have a meaningful impact on the value of companies.
Alex Burke
October 30, 2018
It would be foolish to ignore economic or political developments that might have a meaningful impact on the value of companies.
Are you looking to maximise returns or minimise risk? As you approach retirement, securing a stable income stream becomes the end goal for many investors. Bonds have traditionally provided a solution, offering diversification and income irrespective of economic conditions, however, as Perpetual Investments highlights, with a broader array of actively managed products available to investors, fixed payment structures could now be a liability.
Actions speak louder than words, so why do traditional risk profiling surveys only take into account what investors are prepared to share and can easily articulate?
October marks a milestone in the history of Man’s AHL Alpha Program. This month the program celebrates its 20th anniversary.
Robo-advice is becoming more popular as a standardised alternative to traditional financial advice, but how can planners add value in the face of “digital disruption”?
When not approached responsibly, investing can be like gambling – luck of the draw. With the help of a good financial adviser however, investing can be more like an exact science with a high chance of success.
The two final episodes of The Investment Series are focused on Ross Bark, a Gen X investor who is looking for further diversification in his investment portfolio due to his heavy weighting towards property. We now outline for you a brief overview of diversified or alternative investments and how they generally operate within a client’s portfolio.
The Investment Series brings into focus the many strategic considerations needed in planning for retirement. We join Bruce Hein, who is looking for realistic long term investments which will carry him through his retirement. We now outline some areas for consideration in regards to investing goals for retirees.
Australians hold within their portfolios less than half as many bond allocations as their OECD peers. This proportion is even smaller – in the low single digits – for Australian self-managed super fund portfolios. Have we missed something? Or are our investment needs simply different to the rest of the world’s?
Over the last five years, Australian investors have seen a significant fall in the returns on their cash and term deposit holdings, and in many cases are experiencing negative real returns for the first time. This has created financial stress for many clients, especially retirees who may need to draw on their capital in the short term to maintain their lifestyle.
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